Forum Discussion

amandabus21's avatar
amandabus21
Helper V
3 years ago

YTD Calculation

Hello, 

 

Im having some toruble getting a YTD Calculation.


This is what I am trying to recreate. 

 

 

When I recreate in Power BI using Year-to-Date quick measure, it is not giving me the same numbers:

 

 

 

 
ridership_kpi YTD =
IF(
    ISFILTERED('agency_daily_ridership'[Merged FC]),
    ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column."),
    TOTALYTD(
        SUM('agency_daily_ridership'[ridership_kpi]),
        'agency_daily_ridership'[Merged FC].[Date]
    )
)

 

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi,

     

    Power BI asked you to create a Date Table. Without this you can not use the YTD functions

    So create a date table, declare it as date and link it with your table and it will work.

    Hope it helps

    • amandabus21's avatar
      amandabus21
      Helper V
      3 years ago

      Hi Anonymous , 

       

      I do believe i have date table named "merged FC".

       

      I think what is happening in my year to date is that it is adding every month until the end of the year. But what I need is all the sum from that month last year to the month next year.


      For example sum of all ridership from August 2022 -August 2023. 

       

      Not July + August.